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Knollwood Investment Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Knollwood Investment Advisory’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$531K Hold
709
– – 0.05% 194
2026
Q1 		$463K Buy
709
+41
+6% +$28K 0.05% 232
2025
Q4 		$458K Hold
668
– – 0.04% 234
2025
Q3 		$447K Buy
668
+173
+35% +$111K 0.04% 266
2025
Q2 		$307K Hold
495
– – 0.03% 308
2025
Q1 		$278K Buy
495
+60
+14% +$35.4K 0.03% 318
2024
Q4 		$256K Hold
435
– – 0.03% 327
2024
Q3 		$251K Buy
435
+41
+10% +$22.8K 0.03% 335
2024
Q2 		$216K Hold
394
– – 0.02% 341
2024
Q1 		$207K Buy
+394
New +$197K 0.04% 204

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Knollwood Investment Advisory's IVV Position: Q2 2026 in Review

Knollwood Investment Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 709 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #194.

Knollwood Investment Advisory first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,121 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Knollwood Investment Advisory held 709 shares of iShares Core S&P 500 ETF worth $531K as of Q2 2026.
  • Knollwood Investment Advisory left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.05% of Knollwood Investment Advisory's portfolio in Q2 2026, its #194 holding.
  • Knollwood Investment Advisory first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 4,121 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.